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Resolve errors and unexpected results during and after importing accountant's changes

This article discuss the errors while importing accountant's changes (.qby). If you need to see the regular workflow of this feature, please see Accountant’s Copy 101 and QuickBooks Accountant's copy and QuickBooks Mac if you are using QuickBooks for Mac.

Some of the troubleshooting steps described in this article requires you to remove the accountant's copy restriction which is IRREVERSIBLE and will make the current accountant's copy impossible to be imported to the client's file. Make sure to consult your accountant and create a backup copy of your file before you do any of the steps bellow.

This article covers the following errors:

  • Attempting to import data from a different Accountant's Copy than the one that was last created
  • Error: Only QuickBooks can make Deposits from Undeposited Funds when Importing Accountant’s Changes
  • Import Accountant's Changes is grayed out
  • QuickBooks cannot import the Accountant's Changes. Possible reasons are...
  • Unable to import accountant's changes because company file backup fails

Unexpected results after Accountant's Changes

  • Due date on transactions created in Accountant's Copy are changed/removed when changes are imported
  • Loan Manager data missing after importing Accountants Copy Changes file
  • Reconciled transactions are not importing with the Accountant's Copy


For scenarios and errors with multiple solutions, perform the recommendations in the order shown for best results.




In order to use the Accountant's Copy File Transfer (ACFT) service, your version of QuickBooks Desktop must be on the following release (or later):
  • Quickbooks 2016/Enterprise 16, the release should show R5_55.  Anything less than R5 or anything less than _55 will not allow the use of the ACFT service.
  • Quickbooks 2015/Enterprise 15, the release should show R9_66.  Anything less than R9 or anything less than _66 will not allow the use of the ACFT service.
  • Quickbooks 2014/Enterprise 14, the release should show R11_40.  Anything less than R11 or anything less than _40 will not allow the use of the ACFT service.

To check your release, open QuickBooks and hit the F2 key (or Hold Ctrl + 1).

For instructions on updating your QuickBooks release, see Update your installation of QuickBooks Desktop to the latest release


Detailed Instruction


Unexpected Results
Other Resources



KB ID# SLN41136
4/27/2017 2:09:17 AM
QYPPRDQBKSWS09 9138 Pro 2017 2b229f